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Portfolio Strategy or Parlor Trick: The Efficacy of Tax-Loss Harvesting
Course Information
Content Level: Intermediate
NAPFA Subject Area: D-Income Tax Planning
Course Description
With unprecedented losses in both equities and fixed income over the course of 2022, advisors are focusing on where they can add value. Many agree that selling securities at a loss and using that loss to offset future gains provides a tax alpha to clients that creates advantages over a buy-and-hold strategy. Others disagree and proclaim that tax-loss harvesting is merely “kicking the can down the road” on tax obligations. Attend this webinar to hear two industry experts debate the efficacy and use cases for tax-loss harvesting as well as techniques for ensuring that advisors are executing these strategies prudently.
Learning Objectives
  1. Investigate the effectiveness of tax-loss harvesting
  2. Determine when it is useful and not useful
  3. Learn techniques to maximize benefits to clients and scale the process
Speakers/Moderator
Kevin Khang, Ph.D.

Kevin Khang is a financial economist who currently serves as a senior investment strategist with Vanguard’s Investment Strategy Group. In this role, he conducts research and provides thought leadership on active portfolio management, direct indexing, portfolio construction, and tax-aware investing. Prior to his current role, Khang held portfolio construction, risk management, model development & validation, and consulting roles with Vanguard, BlackRock, SSGA, and other financial services institutions. His work has been published in the Financial Analysts Journal, the Journal of Investment Management, the Journal of Portfolio Management, and the IMF Economic Review. Khang holds a Ph.D. in finance from Northwestern University, an M.A. in economics from the University of British Columbia, and a B.A.H in economics from Queen’s University in Kingston.

Ben Henry-Moreland, CFP®, EA
Ben Henry-Moreland, CFP®, EA, is a Senior Financial Planning Nerd at Kitces.com, as well as the founder of Freelance Financial Planning, a solo RIA firm in Omaha, Nebraska. In writing about and practicing financial planning, his interests cover a broad range of topics, with an emphasis on practice tax strategy, practice management, and the financial planning needs of self-employed workers. Henry-Moreland has been cited for his expertise by numerous outlets including the New York Times, MarketWatch, and ThinkAdvisor. He is a member of XY Planning Network, NAPFA, and FPA.

Moderator: Eden Bowen, CFP®

Eden is a Certified Financial Planner (CFP®) and NAPFA-registered fee-only financial advisor based out of Roswell, Georgia. She is a partner at Fee-Only Financial Planning, a mature comprehensive planning practice providing financial planning and investment management services to client families across 18 states. She graduated from Bridgewater College in 2014 with a degree in Business Administration, and she is currently pursuing her Master’s Degree at Kansas State University in Advanced Financial Planning and Financial Therapy. Eden also serves on NAPFA’s South Region Board and is an active member of the Financial Therapy Association.  

 

Summary
Availability: Retired
Cost: Member: $0.00
Non-Member: $39.00
Credit Offered:
No Credit Offered
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